WELCH GROUP, LLC – Caterpillar Inc. Transaction History
WELCH GROUP, LLC portfolio value:
$5.42M
portfolio value
WELCH GROUP, LLC quarter portfolio value change:
-8.21%
quarter
Caterpillar Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.75% | 885 shares | -326K | $164.08 | 33.03K |
| Q2 2022 | share | Increase | +2.35% | 739 shares | -1.25M | $178.76 | 32.15K |
| Q1 2022 | share | Increase | +10.54% | 2.99K shares | 1.12M | $222.82 | 31.41K |
| Q4 2021 | share | Increase | +8.74% | 2.28K shares | 858K | $206.08 | 28.41K |
| Q3 2021 | share | Increase | +10.36% | 2.45K shares | -136K | $190.91 | 26.13K |
| Q2 2021 | share | Increase | +5.60% | 1.25K shares | -46K | $215.26 | 23.67K |
| Q1 2021 | share | Increase | +14.60% | 2.85K shares | 1.63M | $228.32 | 22.42K |
| Q4 2020 | share | Increase | +8.60% | 1.55K shares | 875K | $178.29 | 19.56K |
| Q3 2020 | share | Increase | +12.64% | 2.02K shares | 664K | $145.2 | 18.01K |
| Q2 2020 | share | Increase | +3.40% | 526 shares | 228K | $122.23 | 15.99K |
| Q1 2020 | share | Increase | +24.34% | 3.02K shares | -42K | $111.14 | 15.46K |
| Q4 2019 | share | Decrease | -0.12% | -15 shares | 264K | $140.47 | 12.44K |
| Q3 2019 | share | Increase | +2.15% | 262 shares | -89K | $119.2 | 12.45K |
| Q2 2019 | share | Increase | +10.09% | 1.11K shares | 161K | $127.65 | 12.19K |
| Q1 2019 | share | Increase | +5.30% | 557 shares | 164K | $126.15 | 11.07K |
| Q4 2018 | share | Decrease | -0.04% | -4 shares | -268K | $117.57 | 10.51K |
| Q3 2018 | share | Increase | +9.91% | 949 shares | 306K | $140.17 | 10.52K |
| Q2 2018 | share | Increase | +1.78% | 167 shares | -87K | $123.94 | 9.57K |
| Q1 2018 | share | Decrease | -3.48% | -339 shares | -150K | $133.96 | 9.40K |
| Q4 2017 | share | Increase | +15.78% | 1.32K shares | 486K | $142.58 | 9.74K |
| Q3 2017 | share | Decrease | -3.34% | -291 shares | 114K | $112.17 | 8.41K |
| Q2 2017 | share | Increase | +5.76% | 474 shares | 172K | $95.96 | 8.70K |
| Q1 2017 | share | Decrease | -0.96% | -80 shares | -7K | $82.16 | 8.23K |
| Q4 2016 | share | Decrease | -0.73% | -61 shares | 27K | $81.47 | 8.31K |
| Q3 2016 | share | Decrease | -1.28% | -109 shares | 101K | $77.3 | 8.37K |
| Q2 2016 | share | Decrease | -11.67% | -1.12K shares | -92K | $65.38 | 8.48K |
| Q1 2016 | share | Increase | +5.97% | 541 shares | 119K | $65.37 | 9.60K |